DescriptionAre you a strategic thinker passionate about leading and delivering solutions to the worlds most innovative companies You have found the right team
As a Real Estate Treasury Consultant within our innovative technology consulting team you will spearhead the planning and of treasury consulting services for cuttingedge technology companies aiming to enhance or overhaul their treasury and cash operations structure and processes. Your responsibilities may encompass treasury centralization performance benchmarking diagnostics and business process reengineering (Treasury/AP / AR). Additionally you may be tasked with offering best practices insights and recommendations to bolster our clients growth from their inception to preIPO readiness including their journey towards treasury transformation.
Note: This role is not part of a sales or banking team
Job Responsibilities
- Understand and define the commercial real estates strategic trends in Treasury and Cash Management. Apply market knowledge and expertise in engagements and dialogue with client base
- Successfully lead and execute consulting engagements from kickoff and discovery to analysis and recommendations with ability to conduct deep dive analysis and solutioning based on clients needs and pain points
- Create clientfocused customized and bankagnostic recommendations and solutions spanning internal processes and organizational design
- Identify key needs of clients treasury operations and effectively message pain points / issues and quantify benefits of recommendations based on data provided / gathered from the client
- Effectively communicate to CFOs Treasurers and senior leadership within the client organization to pitch execute and present the results of a consulting engagement
- Facilitate crossfunctional coordination and communication with TS Sales Bankers product and international specialists and other firm stakeholders to drive client solutioning and support
- Create and promote (as a speaker at client and industry events) innovative and forwardthinking treasury content (not limited to articles and white papers) that strengthen the firms publicly available thought leadership and collateral
- Develop content that can be leveraged by sales and banking teams to further dialogue with their clients
- Develop and deliver training to internal teams (sales banking middle office consulting peers) on industry or treasury topics
- Partner closely with team members and provide coaching and training to team analysts and associates building up teams talent pipeline
- Collaborate with fellow consultants to deliver client engagements new content and other internal projects
Required Qualifications Capabilities and Skills
- Requires a BA/BS degree
- Requires 7 years of progressive treasury experience in real estate corporate treasury and/or treasury consulting experience with Expertlevel knowledge of global Treasury and Cash Management including but not limited to AP and AR processes & daily cash processes
- Outstanding ability to analyze problems identify new insights communicate effectively and confidently (both oral and written) actionable recommendations mobilize internal networks and garner support from crossfunctional partners
- Strong project management skills; wellorganized structured approach; ability to achieve tight timelines on complex deliverables across teams
- Team player with strong interpersonal leadership and influencing skills ability to interact at all levels of the organization in a peerlike way to facilitate the negotiation of critical matters on behalf of the client and always able to consider diverse perspectives to get the best outcome
- Advanced/Strong Microsoft office skills needed particularly EXCEL and POWERPOINT
Preferred Qualifications Capabilities and Skills
- Experience working in a large corporate treasury or cash operations (AP/AR) team in a senior manager level or in treasury consulting at a principal / senior manager level within the commercial real estate industry
- Knowledge of J.P. Morgan Treasury Services products
- Familiarity and recent user experience with Treasury Management Systems (TMS) Enterprise Resource Programs (ERP) Property Management Systems and other technology solutions that support Treasury AP and AR processes
Required Experience:
Contract